--- title: "Wealth Management Firm — $24M Net new assets in one year | Aspen" description: "Eight years went into building this comprehensive wealth management firm serving high-net-worth individuals and business owners in Charleston. The product and a unique investment approach were there, but no marketing infrastructure to match the ambition — and 60+ hour weeks kept it all running. Aspen built the entire engine the right way." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "name": "Get Aspen", "url": "https://getaspen.com", "logo": "https://getaspen.com/apple-touch-icon.png", "description": "AI implementation firm for financial advisors. Strategy, content, automation, and growth executed by operators who become your AI team.", "sameAs": [ "https://www.linkedin.com/company/getaspen" ] }, { "@type": "WebSite", "name": "Get Aspen", "url": "https://getaspen.com" }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is Get Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Get Aspen is an AI implementation firm for financial advisors. We become your AI growth team, powered by Aspen Agent, our AI platform built for advisors." } }, { "@type": "Question", "name": "Who does Aspen work with?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen works with ambitious financial advisory firms and RIAs that want to grow through AI-powered strategy, content, lead generation, client servicing, and automation." } }, { "@type": "Question", "name": "How is Aspen different from marketing software?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen is an AI agent that runs the work, not a tool the advisor has to configure. It sounds like the firm, stays compliant, and operates as a teammate that executes across marketing, lead follow-up, and client communication." } }, { "@type": "Question", "name": "What does Aspen Agent do for a firm?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen Agent runs websites, lead generation, outreach sequences, content, email nurture, and client servicing workflows like annual reviews, referrals, and Google reviews — end to end." } }, { "@type": "Question", "name": "How do I get started with Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Book a call with the Aspen team to walk through your firm's goals. If it is a fit, Aspen builds and runs your growth engine for you." } } ] } ] }, { "@context": "https://schema.org", "@type": "Article", "headline": "Building a growth machine from the ground up.", "description": "Eight years went into building this comprehensive wealth management firm serving high-net-worth individuals and business owners in Charleston. The product and a unique investment approach were there, but no marketing infrastructure to match the ambition — and 60+ hour weeks kept it all running. Aspen built the entire engine the right way.", "image": "/__l5e/assets-v1/f4fba207-86ce-4267-8112-99ac172808f0/csc-growth-story-v4.png", "author": { "@type": "Organization", "name": "Get Aspen" }, "publisher": { "@type": "Organization", "name": "Get Aspen" } } ] --- [aspen ](#top) [Approach](#work)[Operators](#operators)[Work](#approach)[Resources](/resources) [Book a Demo](https://calendly.com/d/3rs-82d-kpc) [All transformations](/#approach) Story 03 · Full Funnel · Video · Growth # Building a growth machine from the ground up. Eight years went into building this comprehensive wealth management firm serving high-net-worth individuals and business owners in Charleston. The product and a unique investment approach were there, but no marketing infrastructure to match the ambition — and 60+ hour weeks kept it all running. Aspen built the entire engine the right way. Wealth Management Firm · Charleston, SC $24M Net new assets in one year ![Wealth Management Firm case study](/__l5e/assets-v1/f4fba207-86ce-4267-8112-99ac172808f0/csc-growth-story-v4.png) $24M Net new assets in one year $12M Largest client ever closed 53 Referrals in ten months "Hiring you guys has totally forced me to finally feel like my responsibilities are closer to that of an owner — not just working in the business, which is something I've dreamed of since I started in this space." Wealth Management Firm · Charleston, SC ## The challenge The founder came to Aspen burned by a previous vendor that took his money, built a funnel around one strategy, then pushed a full pivot that wasted a year of investment. Lead quality was terrible — out of 15 leads, only 1 cleared his threshold. His previous platforms didn't integrate with approved compliance systems, creating regulatory exposure. He had no video content, ad fatigue was setting in, and 60+ hour weeks left no room to work on the business. ## The approach Aspen rebuilt everything from scratch on compliant platforms. We delivered a full funnel rebuild — new website, a "Taxes in Retirement" lead magnet, a "Family CFO" messaging framework, qualification quiz, and booking flow. We produced 12–15 professional videos a month including ad creative and a long-form VSL, stood up compliant email, SMS, and review-request automation, optimized his CRM and onboarding workflows, and ran monthly accountability meetings tuning the engine month over month. ## The outcome The firm added $24M in net new assets in a single year, growing roughly $2M in AUM per month. The founder's personal production exceeded $500K, beating his $300K goal, and he closed his largest client ever at $12M. The referral engine generated 53 referrals in ten months, converting 20 into new clients — all while the founder stepped into the role of owner working on the business. ## What we ran - Full funnel & website rebuild - Lead magnet & qualification quiz - Professional video production - Email, SMS & review automation - CRM & onboarding optimization - Monthly strategy & accountability Aspen partnership ## The team behind your AI transformation. [Book a Demo](https://calendly.com/d/3rs-82d-kpc) aspen An AI implementation firm for modern financial advisors. 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